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  1. CiviCRM
  2. CRM-16719

Activity Summary Report improvements

    Details

    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 4.7
    • Fix Version/s: 4.7
    • Component/s: Core CiviCRM
    • Labels:

      Description

      Goal is to improve / extend the existing "Activity Report (Summary)" so that instances can be saved that match the report mockup attached (and on the wiki). This requires the following changes:

      1. Rename existing template to "Activity Summary". Rename the template only. Do not rename related report instances on upgrades.

      2. Add 'Activity Status' to Columns and Grouping options. Set DEFAULT Grouping options = Activity Type and Status. 'Activity Type' column is always included (checked / read-only). (NOTE: Users can still use the exising GROUP BY Contact functionality if desired).

      3. Add 'Group' to Filter options.

      4. Automatically include the corresponding column for each grouping selected by the user (e.g. if user selects a Grouping = 'Activity Status', automatically include 'Activity Status' column). NOTE: We haven't done this for other reports as far as I know, but I think it will help w/ usability. I can't think of any situations where you would NOT want the grouping property included as a column in the report.

      5. Simplify column headers: 'Activity Status' => 'Status', 'Activity Count' => 'Count', 'Total Duration' => 'Duration'

      6. 'Count' column values are linked to ‘Activity Details’ report and pass the appropriate filters to that report.
      EXAMPLE: Clicking “count” cell for a row where Activity Type = ‘Phone Call’, Status = ‘Scheduled’ and report filters include Date Range and Group will pass all those filters to the detail report.

      7. Add a ‘Statistics’ block at the bottom of the report as shown in the attached mockup.

      8. Rename existing 'Activities' report template as 'Activity Details'. Rename the template only. Do not rename related report instances on upgrades.

        Attachments

        1. mockup_Activity Status Summary RESULTS.png
          151 kB
          David Greenberg
        2. Screen Shot 2015-07-28 at 2.02.12 PM.PNG
          135 kB
          David Greenberg
        3. Screen Shot 2015-08-24 at 4.16.32 PM.PNG
          411 kB
          David Greenberg
        4. Screen Shot 2015-08-24 at 4.16.46 PM.PNG
          198 kB
          David Greenberg

          Activity

            People

            • Assignee:
              kurund Kurund Jalmi
              Reporter:
              dgg David Greenberg
            • Votes:
              0 Vote for this issue
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              Dates

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                Updated:
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